Wolfe Research Issues Positive Forecast for Amazon.com (NASDAQ:AMZN) Stock Price

Amazon.com (NASDAQ:AMZN) had its price objective hoisted by Wolfe Research from $250.00 to $255.00 in a research note released on Tuesday morning,MarketScreener reports. Wolfe Research currently has an outperform rating on the e-commerce giant’s stock.

A number of other equities research analysts have also recently commented on the company. Sanford C. Bernstein reissued an “outperform” rating on shares of Amazon.com in a research note on Friday, February 6th. Wells Fargo & Company set a $304.00 target price on Amazon.com and gave the stock an “overweight” rating in a research report on Monday, February 23rd. Raymond James Financial cut their target price on Amazon.com from $260.00 to $225.00 and set an “outperform” rating on the stock in a report on Friday, February 6th. Morgan Stanley restated an “overweight” rating and set a $300.00 price target (down from $315.00) on shares of Amazon.com in a research note on Friday, February 6th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of Amazon.com in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, fifty-three have assigned a Buy rating and four have assigned a Hold rating to the stock. According to MarketBeat, Amazon.com currently has a consensus rating of “Moderate Buy” and a consensus target price of $286.93.

Amazon.com Price Performance

Shares of NASDAQ AMZN opened at $214.33 on Tuesday. The firm has a market capitalization of $2.30 trillion, a P/E ratio of 29.89, a P/E/G ratio of 1.60 and a beta of 1.40. The firm’s 50-day moving average price is $224.09 and its 200-day moving average price is $227.06. The company has a current ratio of 1.05, a quick ratio of 0.88 and a debt-to-equity ratio of 0.16. Amazon.com has a 1-year low of $161.38 and a 1-year high of $258.60.

Amazon.com (NASDAQ:AMZN) last issued its earnings results on Thursday, February 5th. The e-commerce giant reported $1.95 EPS for the quarter, missing the consensus estimate of $1.97 by ($0.02). Amazon.com had a net margin of 10.83% and a return on equity of 21.87%. The firm had revenue of $213.39 billion during the quarter, compared to analyst estimates of $211.02 billion. During the same quarter in the prior year, the business earned $1.86 earnings per share. The business’s quarterly revenue was up 13.6% on a year-over-year basis. Equities research analysts anticipate that Amazon.com will post 6.31 earnings per share for the current fiscal year.

Insider Buying and Selling at Amazon.com

In other Amazon.com news, VP Shelley Reynolds sold 2,695 shares of Amazon.com stock in a transaction on Monday, February 23rd. The shares were sold at an average price of $205.90, for a total transaction of $554,900.50. Following the transaction, the vice president directly owned 119,780 shares of the company’s stock, valued at $24,662,702. The trade was a 2.20% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CEO Matthew S. Garman sold 17,751 shares of the company’s stock in a transaction on Monday, February 23rd. The stock was sold at an average price of $205.22, for a total transaction of $3,642,860.22. Following the completion of the sale, the chief executive officer owned 9,405 shares of the company’s stock, valued at approximately $1,930,094.10. The trade was a 65.37% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 71,686 shares of company stock worth $14,688,739. 10.80% of the stock is currently owned by insiders.

Institutional Investors Weigh In On Amazon.com

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Lifelong Wealth Advisors Inc. boosted its holdings in shares of Amazon.com by 2.4% during the fourth quarter. Lifelong Wealth Advisors Inc. now owns 1,740 shares of the e-commerce giant’s stock worth $402,000 after purchasing an additional 41 shares during the period. Financial Connections Group Inc. increased its holdings in Amazon.com by 2.6% during the 4th quarter. Financial Connections Group Inc. now owns 1,633 shares of the e-commerce giant’s stock valued at $376,000 after purchasing an additional 42 shares during the period. Marquette Asset Management LLC raised its position in Amazon.com by 5.1% during the 4th quarter. Marquette Asset Management LLC now owns 886 shares of the e-commerce giant’s stock valued at $205,000 after purchasing an additional 43 shares during the last quarter. Western Financial Corp CA raised its position in Amazon.com by 1.5% during the 4th quarter. Western Financial Corp CA now owns 3,076 shares of the e-commerce giant’s stock valued at $710,000 after purchasing an additional 44 shares during the last quarter. Finally, Navalign LLC lifted its holdings in Amazon.com by 0.3% in the 4th quarter. Navalign LLC now owns 13,349 shares of the e-commerce giant’s stock worth $3,081,000 after buying an additional 44 shares during the period. Hedge funds and other institutional investors own 72.20% of the company’s stock.

Key Amazon.com News

Here are the key news stories impacting Amazon.com this week:

• Positive Sentiment: Amazon expanded its Health AI assistant onto Amazon.com and the Amazon mobile app, broadening consumer-facing use cases that can drive engagement, health‑service revenue and stickier platform usage. Amazon launches healthcare AI assistant on its website, app
• Positive Sentiment: OpenAI will begin using AWS Tranium chips, signaling incremental and durable compute demand for AWS as large AI model customers diversify infrastructure — a structural positive for AWS revenue and margins. OpenAI Gave Amazing News to Amazon Shareholders
• Positive Sentiment: Investor demand for Amazon’s planned jumbo bond sale has been enormous (reports of ~$126B in orders), making it easier and cheaper for Amazon to fund its AI/data‑center capex program. Strong bond takeup is a near‑term vote of confidence from fixed‑income investors. Demand for Amazon’s Bond Sale Is Off the Charts
• Positive Sentiment: Legal win: a federal judge granted a preliminary injunction blocking Perplexity’s shopping agent from purchasing on Amazon — protects conversion/revenue and reduces third‑party bot risk to consumer checkout. Amazon wins court order to block Perplexity’s AI shopping agent
• Neutral Sentiment: Zoox (Amazon’s robotaxi unit) is expanding tests to Phoenix and Dallas and launching an Arizona command hub — a long‑horizon growth story for logistics/transport but not an immediate revenue driver for AMZN. Amazon’s Zoox to launch command hub in Arizona, expand testing to Dallas and Phoenix
• Neutral Sentiment: AWS is shifting defense workloads off Anthropic tech while retaining Claude for other customers — shows AWS is managing model partnerships and customer migrations pragmatically (operationally important but not a clear earnings swing). Amazon transitions defense workloads, keeps Claude for others
• Negative Sentiment: Amazon disclosed recent site outages linked in part to AI‑assisted code changes and has convened a “deep dive” engineering meeting — operational risks and the prospect of more outages can hit sales and investor confidence. Amazon plans ‘deep dive’ internal meeting to address AI-related outages
• Negative Sentiment: Geopolitical risk: drone attacks damaged AWS data centers in the Middle East — physical infrastructure and regional availability risk could pressure enterprise customers and raise mitigation costs. Iran’s attacks on Amazon data centers in UAE, Bahrain signal a new kind of war
• Negative Sentiment: Debt & capex tradeoff: the planned $37–$42B bond issuance (and ongoing ~$200B AI capex program) funds growth but increases leverage and raises scrutiny about near‑term free cash flow and potential balance‑sheet pressure. That dynamic is a key watch item for valuation and margin assumptions. Amazon targeting $37 billion to $42 billion in bond sale

About Amazon.com

Amazon.com, Inc is a diversified technology and retail company best known for its e-commerce marketplace and broad portfolio of consumer and enterprise services. Founded by Jeff Bezos in 1994 and headquartered in Seattle, Washington, the company launched as an online bookseller and expanded into a global retail platform that sells products directly to consumers and provides a marketplace for third-party sellers. Over time Amazon has grown beyond retail into areas including cloud computing, digital media, devices and logistics.

Key businesses and offerings include Amazon’s online marketplace and fulfillment services, the Amazon Prime membership program (which bundles expedited shipping with streaming and other benefits), Amazon Web Services (AWS) which supplies on-demand cloud computing and storage to businesses and public-sector customers, and a range of content and advertising services such as Prime Video and Amazon Advertising.